Title: 2026-10-07 - Southaven CDD - Final Agenda
Author: Alexis Davis

Southaven
Community Development District

Board of Supervisors’ Meeting October 7, 2026

District Office:
St Augustine, Florida (904) 436-6270

www.southavencdd.org

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

Markland Amenity Center, 61 Clarissa Lane St. Augustine, FL 32095 www.southavencdd.org

Board of Supervisors

Richard Fetter Bob Monk Donna Reed Jorge Iturralde Michael Langer

Chairman Vice Chairman
Assistant Secretary Assistant Secretary Assistant Secretary

District Manager

Lesley Gallagher Melissa Dobbins

Rizzetta & Company, Inc. Rizzetta & Company, Inc.

District Counsel

Katie Buchanan

Kutak Rock, LLP

District Engineer

Mike Yuro

Yuro and Associates

All cellular phones must be placed on mute while in the meeting room.

The Audience Comments portion, on Agenda Items Only, will be held at the beginning of the meeting. The Audience Comments portion of the agenda, on General Items, will be held at the end of the meeting. During these portions of the agenda, audience members may make comments on matters that concern the District (CDD) and will be limited to a total of three (3) minutes to make their comments.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to

advise	the

District

Office

at

least

forty-eight

(48)

hours

before

the

meeting/hearing/workshop by contacting the District Manager at (239) 936-0913. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-

1, or 1-800-955-8771 (TTY)
1-800-955-8770 (Voice), who can aid you in contacting the District Office.

A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting/hearing/workshop is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
District Office · St. Augustine, Florida · (904) 436-6270
Mailing Address · 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 www.southavencdd.org

Board of Supervisors Southaven Community Development District

September 30, 2026

FINAL AGENDA

Dear Board Members:

The regular meeting of the Board of Supervisors of the Southaven Community Development

District will be held on October 7, 2026, at 10:00 a.m., at the Markland Amenity Center located at 61 Clarissa Lane St. Augustine, FL 32095.

1.
2.
3.
4.

CALL TO ORDER/ROLL CALL PLEDGE OF ALLEGIENCE
AUDIENCE COMMENTS ON AGENDA ITEMS BUSINESS ADMINISTRATION
Consideration of the Minutes of the Board of Supervisors’ Regular
Meeting held on August 5, 2026	Tab 1
Ratification of Operations and Maintenance Expenditures for
July and August 2026	Tab 2
Acceptance of Resignation of Jorge Iturralde	Tab 3
Consideration of Appointment to Fill Vacant Seat and Oath of Office	Tab 4
Ratification of District’s Insurance Renewal Fiscal Year 2026/2027	Tab 5
STAFF REPORTS

5.

A.
B.
C.
D.

District Counsel District Engineer
Landscape and Maintenance Report	Tab 6
General Manager Report	Tab 7
Amenity Manager Report
Consideration of Playground Equipment Proposals
Update on Elevator Preventative Maintenance Agreement
Lake Management Report
District Manager	Tab 8
Update on Fiscal Year 2026 Goals and Objectives

E.

6.

BUSINESS ITEMS

A.
B.
C.

Ratification of Backflow Repairs	Tab 9

Discussion Regarding Reserve Fund Account
Discussion Regarding Landscape and Irrigation Scope and RFP

7.
8.

AUDIENCE COMMENTS AND SUPERVISOR REQUESTS ADJOURNMENT

We look forward to seeing you at the meeting. In the meantime, if you have any

questions, please do not hesitate to call us at 904-436-6270.

Very truly yours,
Lesley Gallagher
District Manager

Tab 1

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 1

MINUTES OF MEETING

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Each person who decides to appeal any decision made by the Board with respect to any matter considered at the meeting is advised that the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of Southaven Community Development District was held August 5, 2026, at 10:00 a.m. held at the Markland Amenity Center located at 61 Clarissa Lane, St. Augustine, Florida 32095.

Present and constituting a quorum:

Board Supervisor, Chairman Board Supervisor, Vice Chairman
Board Supervisor, Assistant Secretary Board Supervisor, Assistant Secretary

Richard Fetter Bob Monk Michael Langer Donna Reed

Also present were:

Lesley Gallagher Katie Buchanan Lisa Licata
Mike Yuro Dan Fagen Josh Wolfe

District Manager, Rizzetta & Company, Inc. District Counsel, Kutak Rock LLP (via zoom) General Manager, Vesta
District Engineer, Yuro & Assoc Regional General Manager, Vesta Landscape Manager, Greenery

Audience present.

FIRST ORDER OF BUSINESS

CALL TO ORDER

Mr. Fetter called the meeting to order at 10:00 a.m.

SECOND ORDER OF BUSINESS

PLEDGE OF ALLEGIANCE

The Pledge of Allegiance was recited.

THIRD ORDER OF BUSINESS

AUDIENCE COMMENTS ON AGENDA ITEMS

There were no audience comments on agenda items.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 2

FOURTH ORDER OF BUSINESS

CONSIDERATION OF THE MINUTES OF THE BOARD OF SUPERVISORS’ REGULAR MEETING HELD ON MAY 6, 2026

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FIFTH ORDER OF BUSINESS

RATIFICATION OF OPERATIONS AND MAINTENANCE EXPENDITURES FOR APRIL THROUGH JUNE 2026

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SIXTH ORDER OF BUSINESS

RATIFICATION OF ACCEPTANCE OF THE AUDIT FOR FISCAL YEAR ENDING SEPTEMBER 30, 2025

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SEVENTH ORDER OF BUSINESS

STAFF REPORTS

A. District Counsel
Ms. Buchanan provided an update that, following the last meeting, she reviewed the prior communications to Envera and confirmed that Envera had received multiple notices and deadlines to remove its equipment. It was determined that an additional notice was not required.

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B. District Engineer

1. Ratification of Acceptance of the Annual Engineer’s Report

On a motion by Mr. Monk, seconded by Mr. Langer, with all in favor, the Board ratified acceptance of the Annual Engineer’s Report, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Fetter, with all in favor, the Board directed staff to take date-stamped photographs and remove and discard the equipment from the prior gate vendor, Envera, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board ratified acceptance of the Audit for Fiscal Year Ending September 30, 2025, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board ratified the Operations and Maintenance Expenditures for April in the amount of $59,749.47, for May in the amount of $71,063.01 and for June 2026 in the amount of $69,363.79, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Fetter, with all in favor, the Board approved the Minutes of the Board of Supervisors’ Regular Meeting held on May 6, 2026, for the Southaven Community Development District.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 3

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Mr. Yuro noted that he would provide the Board with an estimated road resurfacing cost.

The Board also directed staff to remove the spring horse and bring replacement options to the October meeting.

C. Landscape and Maintenance Reports

1. May – July Reports

Mr. Wolfe reviewed the landscape and maintenance reports.

Direction was given to remove dead plants and, if any were specimen plants, provide a proposal for replacement. The Board also requested that the mowing pattern at the front entry be adjusted to help eliminate pattern ruts.
D. General Manager Report

1. General Manager Report

Ms. Licata reviewed a request for a flagpole. It was noted that the item could be considered with the Fiscal Year 2027/2028 budget unless another party wished to fund the installation and materials, in which case the District would consider maintaining it.

The Fall Festival was discussed, direction was given to leave the gate open during vendor festival hours as a trial this year following poor attendance last year, with the requirement that all booths be residents. A request for dumbbells and kettlebells was denied.

The Board approved renewal of the Zoom license at an expense of $170.00 per year.

2. Lake Management Report

i. May and June Reports

No comments.

E. District Manager

Ms. Gallagher updated the Board that her office had completed the pool permit renewal earlier in the summer and sent the documentation to Ms. Licata.

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130

On a motion by Mr. Monk, seconded by Mr. Langer, with all in favor, the Board authorized the District Manager to work with the Chairman on the insurance renewals between meetings so coverage would be in place for Fiscal Year 2026/2027, for the Southaven Community Development District.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 4

EIGHTH ORDER OF BUSINESS

CONSIDERATION OF ACCESS CONTROL FOR TENNIS COURTS AND PLAYGROUND PROPOSALS

131
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136

The Board reviewed two access control proposals from Sunbelt.

137
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The tennis court reader proposal was tabled.

NINETH ORDER OF BUSINESS

CONSIDERATION OF POOL REMARCITE PROPOSAL(S) – UNDER SEPARATE COVER

The Board reviewed proposals from Crown Pools, Big Z, and CBuss. Discussion ensued regarding the options and warranties. A representative from CBuss was in attendance at the public meeting.

148
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153
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155

TENTH ORDER OF BUSINESS

CONSIDERATION OF PALM TREE REMOVAL PROPOSAL(S)

The Board reviewed proposals from The Greenery, J&J Tree Experts, Inc., and Black Creek for palm tree removal. Discussion ensued.

156
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161

ELEVENTH ORDER OF BUSINESS

CONSIDERATION OF FREEDOM PEST CONTROL RENEWAL RATE INCREASE NOTICE

162
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On a motion by Mr. Fetter, seconded by Mr. Langer, with all in favor, the Board approved the annual termite renewal with Freedom Pest Control at the new rate of $275.00 per year, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Langer, with all in favor, the Board approved The Greenery for the palm tree removal proposal in a not-to-exceed amount of $8,000.00, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Langer, with majority in favor, Mr. Fetter opposed, the Board approved the CBuss proposal, as amended to include a pebble finish, colored lights, a work schedule for the winter season, and a 10% down payment, in a not-to-exceed amount of $140,000.00, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board approved the playground access control proposal to remove the existing card reader and deliver and install a new Butterfly card reader, utilizing the existing wire, at an expense of $1,184.20, for the Southaven Community Development District.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 5

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TWELFTH ORDER OF BUSINESS

CONSIDERATION OF ELEVATOR PREVENTATIVE MAINTENANCE PROPOSALS

The Board reviewed elevator preventative maintenance proposals from Otis and Eletech.

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THIRTEENTH ORDER OF BUSINESS

CONSIDERATION OF VILLAGE KEY MONITORING RENEWAL PROPOSAL

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FOURTEENTH ORDER OF BUSINESS

ACCEPTANCE OF SECOND ADDENDUM TO THE CONTRACT FOR PROFESSIONAL DISTRICT SERVICES

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FIFTEENTH ORDER OF BUSINESS

CONSIDERATION OF FINAL ARBITRAGE ENGAGEMENTS FOR SERIES 2015A-1, A-2 AND SERIES 2016A-1, A-2

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SIXTEENTH ORDER OF BUSINESS

CONSIDERATION OF VESTA RENEWAL PROPOSAL

197

On a motion by Mr. Fetter, seconded by Ms. Reed, with all in favor, the Board approved the Vesta Renewal Proposal, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board approved the Final Arbitrage Engagements for Series 2015A-1 and A-2 and Series 2016A-1 and A-2, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Langer, with all in favor, the Board accepted the Second Addendum to the Contract for Professional District Services with Rizzetta & Company, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board approved the Village Key proposal for renewal of fire and burglar alarm monitoring services in the amount of $1,080.00, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Langer, with all in favor, the Board approved the elevator preventative maintenance proposal from Eletech in the amount of $150.00 per month, billed quarterly in advance, for an annual total of $1,800.00, for the Southaven Community Development District.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 6

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SEVENTEENTH ORDER OF BUSINESS

DISCUSSION REGARDING SCOPE OF CURRENT LANDSCAPE AGREEMENT

Discussion regarding the scope of the current landscape agreement was tabled to the October meeting. The Board requested that a scope and draft RFP be provided at that meeting for review. It was noted that advertising would follow and proposals could be brought back to the December meeting should the Board decide to move in that direction.

EIGHTEENTH ORDER OF BUSINESS

PUBLIC HEARING ON REVISED RULES OF PROCEDURE

Ms. Buchanan provided a brief overview of the revised Rules of Procedure.

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There were no public comments.

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1. Consideration of Resolution 2026-11; Adopting Revised Rules of Procedure

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NINETEENTH ORDER OF BUSINESS

PUBLIC HEARINGS ON FISCAL YEAR 2026-2027 BUDGET AND ASSESSMENTS

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There were no public comments.

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1. Consideration of Resolution 2026-12; Adopting Fiscal Year 2026-2027 Budget

On a motion by Mr. Fetter, seconded by Ms. Reed, with all in favor, the Board closed the Public Hearings on the Fiscal Year 2026-2027 Budget and Assessments, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Ms. Reed, with all in favor, the Board opened the Public Hearings on the Fiscal Year 2026-2027 Budget and Assessments, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Ms. Reed, with all in favor, the Board adopted Resolution 2026-11; Adopting Revised Rules of Procedure, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Fetter, with all in favor, the Board closed the Public Hearing on the Revised Rules of Procedure, for the Southaven Community Development District.

On a motion by Mr. Monk, seconded by Mr. Fetter, with all in favor, the Board opened the Public Hearing on the Revised Rules of Procedure, for the Southaven Community Development District.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 7

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The Board requested that line 64 be changed to mulch.

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2. Consideration of Resolution 2026-13; Imposing Special Assessments

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TWENTIETH ORDER OF BUSINESS

CONSIDERATION OF RESOLUTION 2026-14; SETTING DATE, TIME AND LOCATION FOR FY26/27 MEETINGS

The Board reviewed the proposed Fiscal Year 2026/2027 meeting schedule: October 7, 2026; December 2, 2026; February 3, 2027; May 5, 2027; and August 4, 2027.

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TWENTY FIRST ORDER OF BUSINESS

AUDIENCE COMMENTS AND SUPERVISOR REQUESTS

SUPERVISORS

Supervisor comments were heard regarding fireworks and signage. Ms. Reed exited the meeting at 12:56 p.m.

AUDIENCE

Audience comments were heard regarding landscape items and grasses removed, no trespassing/fishing signs and signage size, landscaping around signs, a request for additional swings at the playground rather than rockers, a community survey, and recommunicating the gate entry process.

TWENTY SECOND ORDER OF BUSINESS

ADJOURNMENT

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On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board adjourned the meeting at 1:00 p.m., for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board adopted Resolution 2026-14; as presented, Setting Date, Time and Location for Fiscal Year 2026/2027 Meetings, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Langer, with all in favor, the Board adopted Resolution 2026-13; Imposing Special Assessments, for the Southaven Community Development District.

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board adopted the Fiscal Year 2026-2027 Budget, as amended, and Resolution 2026-12, for the Southaven Community Development District.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT
August 5, 2026, Minutes of Meeting
Page 8

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Secretary/Assistant Secretary

Chairman/Vice Chairman

Tab 2

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE · ST. AUGUSTINE, FLORIDA 32084 
Mailing Address · 3434 Colwell Avenue, Suite 200 · Tampa, Florida 33614
www.SouthavenCDD.org

Operation and Maintenance Expenditures July 2026
Presented For Board Approval

Attached please find the check register listing the expenditures paid from July 1, 2026 through July 31, expenditures previously approved by the Board.

Operation and Maintenance

2026.

This

does

not

include

The total items being presented:

$56,633.83

Approval of Expenditures:

	 Chairperson

	 Vice Chairperson

	 Assistant Secretary

Southaven Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2026 Through July 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

Ancient City Janitorial LLC

600036

2851

Janitorial Services 07/26

$

649.00

AT&T

71426

322343089-062126

Phone & Internet Services 07/26

$

167.36

AT&T

70326

323860823-061026

Internet Services 06/26

$

270.51

Clear Waters, Inc.

600037

163501

Pond Maintenance 07/26

$

835.00

COMCAST

71026

8495741401213297-
061726
6580192295959-072026

Phone Services 06/26

$

382.15

Florida Department of Revenue

072026-1

Sales & Use Tax 06/26

$

23.20

Florida Power & Light Company

72826

0539926444-071426

Electric Services 06/26

$

30.80

Florida Power & Light Company

72826

2396585172-071426

Street Lights 06/26

$

2,100.34

Florida Power & Light Company

72826

2936844030-071426

Street Lights 06/26

$

38.46

Florida Power & Light Company

72826

3005756139-071426

Electric Services 06/26

$

113.62

Florida Power & Light Company

72826

3111413393-071426

Electric Services 06/26

$

31.09

Southaven Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2026 Through July 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

Florida Power & Light Company

72826

6452877167-071426

Electric Services 06/26

$

1,023.66

Florida Power & Light Company

72826

9246030044-071426

Electric Services 06/26

$

31.37

Florida Power & Light Company

72826

9779789537-071426

Electric Services 06/26

$

37.85

Kutak Rock, LLP

600034

3763715

Legal Services 04/26

$

2,190.13

Kutak Rock, LLP

600034

3763716

Legal Services 03/26

$

2,312.53

Rizzetta & Company, Inc.

600033

INV0000110600

Accounting Services 07/26

$

3,960.42

Rizzetta & Company, Inc.

600044

INV0000110816

Mass Mailing - Budget Notice 07/26

$

827.00

Smith Electrical, Inc.

600045

40957

Maintenance & Repair 07/26

$

614.92

St Johns Utility Department

72026

559802132013-061926

Water Services 06/26

$

2,040.68

St Johns Utility Department

72026

559802132336-061926

Water Services 06/26

$

87.22

St Johns Utility Department

72026

559802132338-061926

Water Services 06/26

$

55.84

Southaven Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2026 Through July 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

St Johns Utility Department

72026

559802132340-061926

Water Services 06/26

$

301.99

St Johns Utility Department

72026

559802132342-061926

Water Services 06/26

$

1,258.01

St Johns Utility Department

72026

559802132378-061926

Water Services 06/26

$

784.36

St Johns Utility Department

72026

559802132379-061926

Water Services 06/26

$

101.66

St Johns Utility Department

72026

559802133630-061926

Water Services 06/26

$

12.46

St Johns Utility Department

72026

559802134615-061926

Water Services 06/26

$

37.38

St Johns Utility Department

72026

559802135720-061926

Water Services 06/26

$

299.29

St Johns Utility Department

72026

559802135721-061926

Water Services 06/26

$

734.74

St Johns Utility Department

72026

559802135954-061926

Water Services 06/26

$

16.27

St Johns Utility Department

72026

559802135956-061926

Water Services 06/26

$

34.24

St Johns Utility Department

72026

559802135958-061926

Water Services 06/26

$

178.15

Southaven Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2026 Through July 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

St Johns Utility Department

72026

559802135959-061926

Water Services 06/26

$

69.39

St Johns Utility Department

72026

559802135961-061926

Water Services 06/26

$

12.46

St Johns Utility Department

72026

559802139106-061926

Water Services 06/26

$

140.37

Sunbelt Gated Access Systems of Florida, LLC
The Greenery of North Florida, Inc.
The Greenery of North Florida, Inc.
The Greenery of North Florida, Inc.
USA TODAY Media Corp

600041

176542

Access Control 07/26

$

902.45

600042

810961

Street Sweeping 05/26

$

951.62

600038

814041

Landscape Maintenance 07/26

$

13,850.00

600042

815676

Landscape Replacement 07/26

$

719.42

600035

0007780107

Legal Advertising 06/26

$

105.36

Valley National Bank

72526

CC063026-287

Credit Card Expenses 06/26

$

1,266.90

Vesta Property Services, Inc.

600039

433094

Management Services 07/26

$

14,451.25

Vesta Property Services, Inc.

600039

433397

Management Services 06/26

$

33.06

Southaven Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2026 Through July 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

VGlobal Tech

600040

8693

Website Compliance & Management 07/26
Waste Disposal Services 07/26

$

175.00

Waste Management Inc. of Florida
Yuro & Associates, LLC

72126

9794258-2224-9

$

324.85

600043

4131

Engineering Services 06/26

 $	2,050.00

Report Total

$	56,633.83

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE · ST. AUGUSTINE, FLORIDA 32084 
Mailing Address · 3434 Colwell Avenue, Suite 200 · Tampa, Florida 33614
www.SouthavenCDD.org

Operation and Maintenance Expenditures August 2026
Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance

expenditures paid from August 1, 2026 through August include expenditures previously approved by the Board.

31,

2026.

This

does

not

The total items being presented:

$66,930.48

Approval of Expenditures:

	 Chairperson

	 Vice Chairperson

	 Assistant Secretary

Southaven Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2026 Through August 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

Ancient City Janitorial LLC

600051

2906

Janitorial Services 08/26

$

649.00

AT&T

81226

322343089-072126

Phone & Internet Services 08/26

$

169.01

AT&T

80326

323860823-071026

Internet Services 07/26

$

271.13

ButterflyMX, Inc.

600059

INV125855

Access Control 07/26

$

10,611.00

COMCAST

81026

8495741401213297-
071726
48536

Phone Services 07/26

$

374.57

Dolphin Backflow, Inc.

600046

Maintenance & Repair 06/26

$

1,493.62

Dolphin Backflow, Inc.

600047

48537

Maintenance & Repair 06/26

$

3,060.60

Florida Department of Revenue

81926

6580192295959-081826

Sales & Use Tax 07/26

$

14.86

Florida Power & Light Company

20260825-1

0539926444-081326

Electric Services 07/26

$

30.80

Florida Power & Light Company

20260825-1

2396585172-081326

Street Lights 07/26

$

2,100.34

Florida Power & Light Company

20260825-1

2936844030-081326

Street Lights 07/26

$

38.18

Southaven Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2026 Through August 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

Florida Power & Light Company

20260825-1

3005756139-081326

Electric Services 07/26

$

119.07

Florida Power & Light Company

20260825-1

3111413393-081326

Electric Services 07/26

$

31.05

Florida Power & Light Company

20260825-1

6452877167-081326

Electric Services 07/26

$

996.31

Florida Power & Light Company

20260825-1

9246030044-081326

Electric Services 07/26

$

31.37

Florida Power & Light Company

20260825-1

9779789537-081326

Electric Services 07/26

$

37.81

Hallco Heating & Air LLC dba John D. Hall
Kutak Rock, LLP

600060

43435328

Maintenance & Repairs 08/26

$

70.00

600048

3779998

Legal Services 05/26

$

1,841.00

Rizzetta & Company, Inc.

600049

INV0000111315

Accounting Services 08/26

$

3,960.42

Smith Electrical, Inc.

600055

41067

Street Lights 08/26

$

681.98

Smith Electrical, Inc.

600055

41116

Street Light Maintenance & Repair 08/26
Water Services 07/26

$

577.96

St Johns Utility Department

81826

559802132013-071926

$

2,910.58

Southaven Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2026 Through August 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

St Johns Utility Department

81826

559802132336-071926

Water Services 07/26

$

87.22

St Johns Utility Department

81826

559802132338-071926

Water Services 07/26

$

55.84

St Johns Utility Department

81826

559802132340-071926

Water Services 07/26

$

357.84

St Johns Utility Department

81826

559802132342-071926

Water Services 07/26

$

462.88

St Johns Utility Department

81826

559802132378-071926

Water Services 07/26

$

976.52

St Johns Utility Department

81826

559802132379-071926

Water Services 07/26

$

98.46

St Johns Utility Department

81826

559802133630-071926

Water Services 07/26

$

12.46

St Johns Utility Department

81826

559802134615-071926

Water Services 07/26

$

37.38

St Johns Utility Department

81826

559802135720-071926

Water Services 07/26

$

305.99

St Johns Utility Department

81826

559802135721-071926

Water Services 07/26

$

850.45

St Johns Utility Department

81826

559802135954-071926

Water Services 07/26

$

16.11

Southaven Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2026 Through August 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

St Johns Utility Department

81826

559802135956-071926

Water Services 07/26

$

31.93

St Johns Utility Department

81826

559802135958-071926

Water Services 07/26

$

161.12

St Johns Utility Department

81826

559802135959-071926

Water Services 07/26

$

73.32

St Johns Utility Department

81826

559802135961-071926

Water Services 07/26

$

12.46

St Johns Utility Department

81826

559802139106-071926

Water Services 07/26

$

179.29

Sunbelt Gated Access Systems of Florida, LLC
The Greenery of North Florida, Inc.
The Greenery of North Florida, Inc.
Turner Pest Control, LLC

600056

176785

Maintenance & Repair 08/26

$

1,049.37

600061

816793

Landscape Replacement 07/26

$

333.81

600057

817060

Landscape Maintenance 08/26

$

13,850.00

600058

622481800

Pest Control 07/26

$

93.00

Turner Pest Control, LLC

600062

622616503

Pest Control 08/26

$

93.00

USA TODAY Media Corp

600052

0007822155

Legal Advertising 07/26

$

829.34

Southaven Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2026 Through August 31, 2026

Vendor Name	 Check Number	 Invoice Number	 Invoice Description	

Invoice Amount	

Valley National Bank

82626

CC073126-287

Credit Card Expenses 07/26

$

1,910.78

Vesta Property Services, Inc.

600050

433719

Management Services 08/26

$

14,451.25

Vesta Property Services, Inc.

600053

433936

Management Services 07/26

$

28.42

VGlobal Tech

600054

8776

Website Compliance & Management 08/26
Waste Disposal Services 08/26

$

175.00

Waste Management Inc. of Florida

081926-1

9798198-2224-3

 $	326.58 

Report Total

$	66,930.48

Tab 3

Tab 4

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS
OATH OF OFFICE

I,	, A CITIZEN OF THE STATE OF FLORIDA AND OF THE UNITED STATES OF AMERICA, AND BEING EMPLOYED BY OR AN OFFICER OF SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT AND A RECIPIENT OF PUBLIC FUNDS AS SUCH EMPLOYEE OR OFFICER, DO HEREBY SOLEMNLY SWEAR OR AFFIRM THAT I WILL SUPPORT THE CONSTITUTION OF THE UNITED STATES AND OF THE STATE OF FLORIDA.

Board Supervisor

ACKNOWLEDGMENT OF OATH BEING TAKEN

STATE OF FLORIDA COUNTY OF 	

The foregoing oath was administered before me by means of 𝖮 physical presence or 𝖮

online	notarization

this

 	

day

of

	,

20	,

by

	, who personally appeared before me, and is personally known to me or has produced 		 as identification, and is the person described in and who took the aforementioned oath as a Member of the Board of Supervisors of Southaven Community Development District and acknowledged to and before me that he/she took said oath for the purposes therein expressed.

(NOTARY SEAL)

Notary Public, State of Florida

Print Name: 	

Commission No.: 	 Expires: 	

Tab 5

Egis Insurance & Risk Advisors

Is pleased to provide a

Proposal of Insurance Coverage for:

Southaven Community Development District

Please review the proposed insurance coverage terms and conditions carefully.

Written request to bind must be received prior to the effective date of coverage.

The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all
Coverage Agreement terms. For more complete and detailed information relating to the scope and limits of coverage, please refer directly to the Coverage Agreement documents. Specimen forms are available upon request.

Page | 1

About FIA

Florida Insurance Alliance (“FIA”), authorized and regulated by the Florida Office of Insurance Regulation, is a
non-assessable, governmental insurance Trust. FIA was created in September 2011 at a time when a large number of Special Taxing Districts were having difficulty obtaining insurance.
Primarily, this was due to financial stability concerns and a perception that these small to mid-sized Districts had a disproportionate exposure to claims. Even districts that were claims free for years could not obtain coverage. FIA was created to fill this void with the goal of providing affordable insurance coverage to Special Taxing Districts. Today, FIA proudly serves and protects over 1,000 public entity members.

Competitive Advantage
FIA allows qualifying Public Entities to achieve broad, tailored coverages with a cost-effective insurance program. Additional program benefits include:

•
•
•
•

Insure-to-value property limits with no coinsurance penalties
First dollar coverage for “alleged” public official ethics violations Proactive in-house claims management and loss control department
Risk management services including on-site loss control, property schedule verification and contract reviews
Complimentary Property Appraisals
Online Risk Management Education & Training portal Online HR & Benefits Support portal
HR Hotline
Safety Partners Matching Grant Program

•
•
•
•
•

How are FIA Members Protected?
FIA employs a conservative approach to risk management. Liability risk retained by FIA is fully funded prior to the policy term through member premiums. The remainder of the risk is transferred to reinsurers. FIA’s primary reinsurers, Lloyds of London and Hudson Insurance Company, both have AM Best A XV (Excellent) ratings and surplus of $2Billion or greater.

In the event of catastrophic property losses due to a Named Storm (i.e., hurricane), the program bears no risk
as all losses are passed on to the reinsurers.

What Are Members Responsible For?
As a non-assessable Trust, our members are only responsible for two items:

•
•

Annual Premiums
Individual Member Deductibles

FIA Bylaws prohibit any assessments or other fees.

Additional information regarding FIA and our member services can be found at www.fia360.org.

Page | 2

Quotation being provided for:

Southaven Community Development District
c/o Rizzetta & Company 3434 Colwell Ave, Suite 200
Tampa, FL 33614

Term: October 1, 2026 to October 1, 2027

Quote Number: 100126672

PROPERTY COVERAGE

SCHEDULE OF COVERAGES AND LIMITS OF COVERAGE

It is agreed to include automatically under this Insurance the interest of mortgagees and loss payees where
applicable without advice.

*Except for Zones A & V (see Terms and Conditions) excess of NFIP, whether purchased or not

TOTAL PROPERTY PREMIUM

$28,761

Page | 3

Special Property Coverages

Coverage

Deductibles

Limit

Earth Movement

$2,500

Included

Flood

$2,500 *

Included

Boiler & Machinery

$2,500

Included

TRIA

Included

DEDUCTIBLES:

$2,500

Per Occurrence, All other Perils, Building & Contents and Extensions of Coverage.

5 %

Total Insured Values per building, including vehicle values, for “Named Storm” at each affected location throughout Florida subject to a minimum of $10,000 per occurrence, per Named Insured.

Per Attached Schedule

Inland Marine

Not Applicable

Golf Course Tees and Greens Deductible on all covered Perils if scheduled.

Valuation

Coinsurance

Property

Replacement Cost

None

Inland Marine

Actual Cash Value

None

COVERED PROPERTY

Total Insured Values –Building and Contents – Per Schedule on file totalling

$3,646,112

Loss of Business Income

$1,000,000

Additional Expense

$1,000,000

Inland Marine

Scheduled Inland Marine

$334,681

Extensions of Coverage
If marked with an "X" we will cover the following EXTENSIONS OF COVERAGE under this Agreement, These limits of liability do not increase any other applicable limit of liability.

Page | 4

(X)

Code

Extension of Coverage

Limit of Liability

X

A

Accounts Receivable

$500,000 in any one occurrence

X

B

Animals

$1,000 any one Animal
$5,000 Annual Aggregate in any one agreement period

X

C

Buildings Under Construction

As declared on Property Schedule, except new buildings being erected at sites other than a covered location which is limited to $250,000 estimated final contract value any one construction project.

X

D

Debris Removal Expense

$250,000 per insured or 25% of loss, whichever is greater

X

E

Demolition Cost, Operation of Building
Laws and Increased Cost of Construction

$1,250,000 in any one occurrrence

X

F

Duty to Defend

$100,000 any one occurrence

X

G

Errors and Omissions

$250,000 in any one occurrence

X

H

Expediting Expenses

$250,000 in any one occurrence

X

I

Fire Department Charges

$50,000 in any one occurrence

X

J

Fungus Cleanup Expense

$50,000 in the annual aggregate in any one occurrence

X

K

Lawns, Plants, Trees and Shrubs

$50,000 in any one occurrence

X

L

Leasehold Interest

Included

X

M

Air Conditioning Systems

Included

X

N

New locations of current Insureds

$1,000,000 in any one occurrence for up to 90 days, except 60 days for Dade, Broward, Palm Beach from the date such new location(s) is first purchased, rented or occupied whichever is earlier. Monroe County on prior submit basis only

X

O

Personal property of Employees

$500,000 in any one occurrence

X

P

Pollution Cleanup Expense

$50,000 in any one occurrence

X

Q

Professional Fees

$50,000 in any one occurrence

X

R

Recertification of Equipment

Included

X

S

Service Interruption Coverage

$500,000 in any one occurrence

X

T

Transit

$1,000,000 in any one occurrence

X

U

Vehicles as Scheduled Property

Included

X

V

Preservation of Property

$250,000 in any one occurrence

X

W

Property at Miscellaneous Unnamed Locations

$250,000 in any one occurrence

X

X

Piers, docs and wharves as Scheduled Property

Included on a prior submit basis only

CRIME COVERAGE

Description
Forgery and Alteration

Limit
$100,000

Deductible
$1,000

Theft, Disappearance or Destruction

$100,000

$1,000

Computer Fraud including Funds Transfer Fraud

$100,000

$1,000

Employee Dishonesty, including faithful performance, per loss

$100,000

$1,000

Deadly Weapon Protection Coverage

Page | 5

Coverage

Limit

Deductible

Third Party Liability

$1,000,000

$0

Property Damage

$1,000,000

$0

Crisis Management Services

$250,000

$0

X

Y

Glass and Sanitary Fittings Extension

$25,000 any one occurrence

X

Z

Ingress / Egress

45 Consecutive Days

X

AA

Glass and Sanitary Fittings Extension

$25,000 in any one occurrence

X

BB

Awnings, Gutters and Downspouts

Included

X

CC

Lock and Key Replacement

$2,500 any one occurrence

X

DD

Tracks and fields (except Lawns, Plants, Trees and Srubs covered under code K)

$250,000 any one occurrence and $500,000 in the annual aggregate in any one coverage period.
or
Up to the declared value if it is specifically listed as "Tracks and Fields" in the schedule of values.

X

EE

Awnings, Gutters and Downspouts

Included

X

FF

Civil or Military Authority

45 consecutive days and one mile.

AUTOMOBILE COVERAGE

Page | 6

Coverages

Covered Autos

Limit

Premium

Covered Autos Liability

8,9

$1,000,000

Included

Personal Injury Protection

N/A

Not Included

Auto Medical Payments

N/A

Not Included

Uninsured Motorists including Underinsured Motorists

N/A

Not Included

Physical Damage Comprehensive Coverage

N/A

Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto, But No Deductible Applies To Loss Caused By Fire or Lightning.
See item Four for Hired or Borrowed Autos.

Not Included

Physical Damage Specified Causes of Loss Coverage

N/A

Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto For Loss Caused By Mischief Or Vandalism

See item Four for Hired or Borrowed Autos.

Not Included

Physical Damage Collision Coverage

N/A

Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto

See item Four for Hired or Borrowed Autos.

Not Included

Physical Damage Towing And Labor

N/A

$0 For Each Disablement Of A Private Passenger Auto

Not Included

GENERAL LIABILITY COVERAGE (Occurrence Basis)

Bodily Injury and Property Damage Limit

$1,000,000

Personal Injury and Advertising Injury

Included

Products & Completed Operations Aggregate Limit

Included

Employee Benefits Liability Limit, per person

$1,000,000

Abuse and Molestation Limit (Added by Claims Made Endorsement)

Not Included

Abuse and Molestation Aggregate Limit (Added by Claims Made Endorsement)

Not Included

Abuse and Molestation Retroactive Date

Not Included

Herbicide & Pesticide Aggregate Limit

$1,000,000

Medical Payments Limit

$5,000

Fire Damage Limit

Included

No fault Sewer Backup Limit

$25,000/$250,000

General Liability Deductible

$0

PUBLIC OFFICIALS AND EMPLOYMENT PRACTICES LIABILITY (Claims Made)

Public Officials and Employment Practices Liability Limit

Per Claim

$1,000,000

Aggregate

$2,000,000

Public Officials and Employment Practices Liability Deductible

$0

Retroactive Date:

Supplemental Payments: Pre-termination $2,500 per employee - $5,000 annual aggregate.
Non-Monetary $100,000 aggregate.

Cyber Liability sublimit included under POL/EPLI
Media Content Services Liability Network Security Liability Privacy Liability
First Party Extortion Threat First Party Crisis Management
First Party Business Interruption
Limit: $100,000 each claim/annual aggregate Fraudulent Instruction: $25,000

Page | 7

PREMIUM SUMMARY

Southaven Community Development District
c/o Rizzetta & Company 3434 Colwell Ave, Suite 200
Tampa, FL 33614

Term: October 1, 2026 to October 1, 2027

Quote Number: 100126672

PREMIUM BREAKDOWN

Property (Including Scheduled Inland Marine)

$28,761

Crime

$500

Automobile Liability

Not Included

Hired Non-Owned Auto

Included

Auto Physical Damage

Not Included

General Liability

$4,419

Public Officials and Employment Practices Liability

$3,613

Deadly Weapon Protection Coverage

Included

TOTAL PREMIUM DUE

$37,293

IMPORTANT NOTE
Defense Cost - Outside of Limit, Does Not Erode the Limit for General Liability, Public Officials Liability, and Employment related Practices Liability.

Deductible does not apply to defense cost. Self-Insured Retention does apply to defense cost.

Additional Notes:
(None)

Page | 8

PARTICIPATION AGREEMENT
Application for Membership in the Florida Insurance Alliance

The undersigned local governmental entity, certifying itself to be a public agency of the State of Florida as
defined in Section 163.01, Florida Statutes, hereby formally makes application with the Florida Insurance Alliance (“FIA”) for continuing liability and/or casualty coverage through membership in FIA, to become effective 12:01 a.m., 10/01/2026, and if accepted by the FIA’s duly authorized representative, does hereby agree as follows:

(a)

That, by this reference, the terms and provisions of the Interlocal Agreement creating the Florida
Insurance Alliance are hereby adopted, approved and ratified by the undersigned local governmental entity. The undersigned local governmental entity certifies that it has received a copy of the aforementioned Interlocal Agreement and further agrees to be bound by the provisions and obligations of the Interlocal Agreement as provided therein;

(b)

To pay all premiums on or before the date the same shall become due and, in the event Applicant fails to
do so, to pay any reasonable late penalties and charges arising therefrom, and all costs of collection thereof, including reasonable attorneys’ fees;

(c)

To abide by the rules and regulations adopted by the Board of Directors;

(d)

That should the Applicant desire to cancel coverage; it will give not less than ninety (90) days prior written
notice of cancellation;

(e)

That if the Fund desire to cancel coverage; it will give not less than thirty (30) days prior written notice
of cancellation;

(f)

That all information contained in the underwriting application provided to FIA as a condition precedent
to participation in FIA is true, correct and accurate in all respects.

Southaven Community Development District

(Name of Local Governmental Entity)

By: 	
Signature

 	
Print Name

Witness By: 	
Signature

 	
Print Name

IS HEREBY APPROVED FOR MEMBERSHIP IN THIS FUND, AND COVERAGE IS EFFECTIVE October 1, 2026

By: 	
Administrator

Page | 9

PROPERTY VALUATION AUTHORIZATION

Southaven Community Development District
c/o Rizzetta & Company 3434 Colwell Ave, Suite 200
Tampa, FL 33614

QUOTATIONS TERMS & CONDITIONS

1.
2.
3.
4.

Please review the quote carefully for coverage terms, conditions, and limits.
The coverage is subject to 25% minimum earned premium as of the first day of the “Coverage Period”.
Total premium is late if not paid in full within 30 days of inception, unless otherwise stated.
Property designated as being within Flood Zone A or V (and any prefixes or suffixes thereof) by the Federal Emergency Management Agency (FEMA), or within a 100 Year Flood Plain as designated by the United States Army Corps of Engineers, will have a Special Flood Deductible equal to all flood insurance available for such property under the National Flood Insurance Program, whether purchased or not or 5% of the Total Insured Value at each affected location whichever the greater.
The Florida Insurance Alliance is a shared limit. The limits purchased are a per occurrence limit and in the event an occurrence exhaust the limit purchased by the Alliance on behalf of the members, payment to you for a covered loss will be reduced pro-rata based on the amounts of covered loss by all members affected by the occurrence. Property designated as being within.
Coverage is not bound until confirmation is received from a representative of Egis Insurance & Risk Advisors.

5.

6.

I give my authorization to bind coverage for property through the Florida Insurance Alliance as per limits
and terms listed below.

☑
☑
☐

Building and Content TIV
Inland Marine
Auto Physical Damage

$3,646,112	As per schedule attached
$334,681	As per schedule attached Not Included

Signature:		

Date:

 	

Name:

 	

Title:

 	

Page | 10

Schedule Items Effective As of: 10/01/2026

Property Schedule

Southaven Community Development District

Policy No.: Agent:

100126672
Egis Insurance Advisors LLC (Boca Raton, FL)

Sign: 	

Print Name:

 	

Date: 	

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

1

Gatehouse
60 Harkness Court
St. Augustine FL 32095

2016

10/01/2026

$62,981

$66,519

Joisted masonry

10/01/2027

$3,538

Cross gable

Asphalt shingles

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

2

Entry Monument
60 Harkness Court
St. Augustine FL 32095

2016

10/01/2026

$239,533

$239,533

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

3

Precast Wall
60 Harkness Court
St. Augustine FL 32095

2016

10/01/2026

$184,614

$184,614

Masonry non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

4

Entry Gates w/ attached Pillars - 3 Arm Gates & 2 Iron Swing Gates
60 Harkness Court
St. Augustine FL 32095

2016

10/01/2026

$44,485

$44,485

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

5

4 Benches - Powder Coated Steel
60 Harkness Ct/140 Kirkside Ave St. Augustine FL 32095

2016

10/01/2026

$6,970

$6,970

Property in the Open

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

6

Trash Cans and Doggie Pot Stations
Markland Parks
St. Augustine FL 32095

2016

10/01/2026

$6,817

$6,817

Property in the Open

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

7

Clubhouse
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$1,942,556

$2,126,412

Joisted masonry

10/01/2027

$183,856

Gable

Asphalt shingles

Schedule Items Effective As of: 10/01/2026

Property Schedule

Southaven Community Development District

Policy No.: Agent:

100126672
Egis Insurance Advisors LLC (Boca Raton, FL)

Sign: 	

Print Name:

 	

Date: 	

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

8

Pool
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$306,463

$306,463

Below ground liquid storage tank / pool

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

9

Pool Furniture, Trash Cans and Drinking Fountain
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$53,242

$53,242

Property in the Open

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

10

4 Pickleball Courts, 1 Tennis Court with Basketball Half Court, benches, including, windscreen and shade structure, trash can
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$112,750

$112,750

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

11

Playground Equipment including benches, trash can
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$82,888

$82,888

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

12

Cabanas (3) Aluminum Frame with Fabric Drape
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$17,206

$17,206

Property in the Open

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

13

Pergolas (2) Wood with shade cloth
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$23,158

$23,158

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

14

Kayak Launch
61 Clarissa Lane
St. Augustine FL 32095

2016

10/01/2026

$34,183

$34,183

Non combustible

10/01/2027

Schedule Items Effective As of: 10/01/2026

Property Schedule

Southaven Community Development District

Policy No.: Agent:

100126672
Egis Insurance Advisors LLC (Boca Raton, FL)

Sign: 	

Print Name:

 	

Date: 	

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

15

Mailboxes PH 1 (13) & PH 2 (11)
Within Community
St. Augustine FL 32095

2016

10/01/2026

$45,753

$45,753

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

16

Markland - Dog Park: 10 Benches, Dog wash, fountain, waste station, fence - PVC, Chain Link fence with gates (787 LF)
Renwick Pkwy & Latrobe Ave St. Augustine FL 32095

2018

10/01/2026

$28,598

$28,598

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

17

Walkway Bridge
60 Harkness Ct/140 Kirkside Ave St. Augustine FL 32095

2016

10/01/2026

$101,613

$101,613

Bridges

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

18

2 Entry Monuments Phase 2
Aspinwall Pkwy
St Augstine FL 32095

2020

10/01/2026

$48,697

$48,697

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

19

Dumpster Enclosure
61 Clarissa Lane
St Augstine FL 32095

2023

10/01/2026

$21,643

$21,643

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

20

Tennis Court Fencing Chain Link (478 LF)
61 Clarissa Lane
St Augstine FL 32095

10/01/2026

$17,118

$17,118

Non combustible

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

21

Pool & Playground Aluminum Fencing (623 LF)
61 Clarissa Lane
St Augstine FL 32095

10/01/2026

$23,627

$23,627

Non combustible

10/01/2027

Schedule Items Effective As of: 10/01/2026

Property Schedule

Southaven Community Development District

Policy No.: Agent:

100126672
Egis Insurance Advisors LLC (Boca Raton, FL)

Sign: 	

Print Name:

 	

Date: 	

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

22

Pool Pumps & Equipment
61 Clarissa Lane
St Augstine FL 32095

10/01/2026

$22,048

$22,048

Pump / lift station

10/01/2027

Unit #

Description Address

Year Built

Eff. Date

Building Value

Total Insured Value

Const Type

Term Date

Contents Value

Roof Shape

Roof Pitch

Roof Covering

Covering Replaced

Roof Yr Blt

23

Masonry Wall Enclosure - Pool Pumps & Equipment
61 Clarissa Lane
St Augstine FL 32095

10/01/2026

$31,775

$31,775

Masonry non combustible

10/01/2027

Total:

Building Value
$3,458,718

Contents Value
$187,394

Insured Value
$3,646,112

Schedule Items Effective As of: 10/01/2026

Inland Marine Schedule

Southaven Community Development District

Policy No.: Agent:

100126672
Egis Insurance Advisors LLC (Boca Raton, FL)

Total

$334,681

Sign: 	

Print Name:

 	

Date: 	

9

Other inland marine

10/01/2026

$34,760

$1,000

Dog Park Pole Lights (8)

10/01/2027

8

Electronic data processing equipment

10/01/2026

$22,760

$1,000

Security System Equipment

10/01/2027

7

Other inland marine

10/01/2026

$5,000

$1,000

Pool Chair Lift

10/01/2027

6

Other inland marine

10/01/2026

$33,946

$1,000

Access Control System

10/01/2027

5

Other inland marine

10/01/2026

$120,000

$1,000

Exterior Lighting - 19 Poles with 54 up lights

10/01/2027

4

Other inland marine

10/01/2026

$47,775

$1,000

Various Street Signs in Ph1, 2A & 2B

10/01/2027

3

Other inland marine

10/01/2026

$29,100

$1,000

Lighting - 8 Pole Lights Park D&F

10/01/2027

2

Other inland marine

10/01/2026

$39,415

$1,000

Entry Lighting - 5 Pole Lights, 4 Column Lights, 20 Up Lights

10/01/2027

1

Electronic data processing equipment

10/01/2026

$1,925

$1,000

Security Cameras (3) with DVR & Monitor

10/01/2027

Item #

Department

Serial Number

Classification Code

Eff. date

Value

Deductible

Description

Term Date

Tab 6

Markland Manor Property Report

Overall Property & Maintenance Update
The back half of the summer has been extremely wet, and as we know, Markland Manor
holds water in many areas of the property. Because of the excessive rainfall and saturated conditions, we have battled some challenges with both turf and regular maintenance.
Unfortunately, we did get behind on the pond berm in the back of the property. Due to how wet and thick the growth had become, it took a little over a week and additional team members to get the area knocked back down and under control. We have now caught up in that area, and regular maintenance has returned to normal, with the exception of certain areas that are too saturated to safely mow.
We have also had a few irrigation concerns come up throughout the summer. Lisa and I have been working well together to address those issues in a timely manner whenever they are brought to my attention.
Turf Applications
As of September 25, we have completed four turf applications on the property.
At the beginning of the summer, conditions were too hot and dry to safely apply the
necessary products. Once Mother Nature began providing more rainfall and the conditions improved, we moved forward with the applications.
Because the initial turf application was delayed, turf weeds have been more of a challenge this summer. Additionally, after several of our applications, we received significant rainfall within approximately 48 hours. While the rain has helped the overall moisture conditions of the property, it has not always allowed the applications to perform and soak into the turf as effectively as we would like.
Our most recent application in September appears to have noticeably slowed the growth of the turf, which was intentional because we were targeting the turf weeds and trying to gain better control of them.
The turf should not be entering dormancy at this point in the season, so we expect it to
recover and begin returning to a greener appearance before the true fall season arrives here in Jacksonville.

Shrub Trimming & Pruning
I personally completed a full property walk-through with Lisa to discuss her concerns and gain a better understanding of the specific areas that need to be trimmed and maintained.
Throughout September, our team has completed the majority of the trimming needed to get the property caught up. We will continue addressing additional trimming as needed before applying our growth regulator, Trimtect, to the shrubs.
Bed Weeds & Torpedo Grass
With the amount of rain we have received, bed weeds and torpedo grass continue to be an ongoing challenge throughout the property.
To help stay ahead of this, we have a dedicated field supervisor who has been visiting the property once a week specifically to target the landscape beds and spray throughout the property. We will continue this focused approach to help maintain better weed control as conditions allow.
Irrigation Audit
At the time of preparing this report, I do not yet have the September irrigation audit available to attach.
I will forward the completed September irrigation audit to Lisa as soon as I receive it from our irrigation team.
Upcoming Palm Tree Removal
At the end of October, we are scheduled to remove the two palm trees at the pool area.
I am currently working with our team to get this project scheduled and will provide Lisa with a finalized date as soon as it has been confirmed.
Overall Outlook
Despite the weather-related challenges we have experienced this summer, the property has made significant progress over the past several weeks. The pond berm has been
brought back under control, regular maintenance has returned to a more normal schedule, trimming has been addressed throughout the property, and we are continuing to focus heavily on turf and bed weed control.
The excessive rainfall will continue to create challenges in certain areas, particularly where the property remains saturated, but we will continue adjusting our maintenance approach as conditions change and addressing concerns as they arise.

Tab 7

General Manager Report Southaven CDD Meeting October 7^th, 2026

Date of Report: October 7^th, 2026

Submitted by: Lisa Licata

Amenity Center

•
•
•
•
•
•

Revenue (see report)
Columbus Day- Office Closed
Thanksgiving Holiday- Office Closed November 26-27 Teeter Totter Replacement Options
October 24^th- Vendor Fest
Holiday Lights Install- November 22nd

Field Ops Report Southaven CDD

Date Submitted: August 5^th, 2026

Submitted by: Lisa Licata

Finished installing “No Trespassing” signs.

Filled in a huge pothole at the entrance and multiple other potholes around the community.

Ordered new hinges and fixed the dog park gate fence.

Removed the broken see saw from the playground.

Continual maintenance around the community and Manor house.

Trash twice a week.

Daily cleaning and straightening of the pool, especially when storms come through.

Barcode

$630

Pool Pavilion

$300

Social Room & Meeting Room

$200

Revenue from August to September is $1130 Fiscal year total is $9580
$12000- $9580=$2420 balance

Grand Total	$1,130

Sum of
Row Labels	Amt

RockWell Teeter Duo
S1,084.^00

Product Specifications

Model number: PFB009P Age Range: 2-5 years Safety Zone: 13' 8" x 18' 4"
Child Capacity: 2
Fall Height: 22"
Product Type: Spring Rides
Product Options

Select your color: Primary

ASTM F1487-21

CPSC GUIDELINES #325

MEETS NATIONAL STANDARDS FOR:

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Source: https://www.playgroundequipment.com/rockwell-teeter-duo/

PlaygroundEquipment.com 3876 North 700 West,
Greenfield, IN 46140
Toll Free 1-800-667-0097 International 1-317-747-0203

Product Description

Kids love the RockWell Teeter Duo see-saw as it has a large spring in the center which makes the experience even bouncier. It also offers a smoother bounce and avoids sudden jerks or drops to the ground which could pose a safety risk. The see-saw is a classic piece of outdoor playground equipment and it will quickly become a favorite wherever it’s placed thanks to the dynamic adventure it brings. Children learn to work together and cooperate to lift and drop the RockWell Teeter Duo with each successive bounce. Whether they’re being lowered down to the ground or raised high into the air, this see-saw is perfect for younger children to enjoy and has been specially designed for smaller bodies. The seats are shaped for comfort and the added back support is essential so children don’t feel like they will fall backwards. There’s also a circular bar at the front to hold onto tight as they bounce up and down as well as a space to place their feet inside. 

Source: https://www.playgroundequipment.com/rockwell-teeter-duo/

PlaygroundEquipment.com 3876 North 700 West,
Greenfield, IN 46140
Toll Free 1-800-667-0097 International 1-317-747-0203

Lake Management Report

Markland CDD

First Visit: 9/10/26

Weather: Cloudy/Rain

Technician: Elliot McCammack

Equipment Used: Boat

Lake #1: Grasses, Bio-Zyme

Lake #2: Grasses

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(888)212-1390www.clearwaterslakemgmt.com

Markland CDD

Second Visit: 9/18/26

Weather: Pt Cloudy/Light Rainfall

Technician: Elliot McCammack

Equipment Used: Boat/Backpack

Ditches Treated 9/18/26

Lake #1: Bio-Zyme

Lake #2: Inspect

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(888)212-1390www.clearwaterslakemgmt.com

Tab 8

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2025-2026 GOALS & OBJECTIVES REPORT

Financial Goals and Objectives:

☒ Successful ☐ Unsuccessful

Financial, Budget and Investment Transparency

Measurement: Monthly Financial Statements Completed, Annual Audit Submitted, Annual Budget Proposed and Adopted, Arbitrage Reports Accepted; All Reports Available Upon Request and/or Accessible on District’s Website.

Board Meeting Goals and Objectives:

☒ Successful ☐ Unsuccessful

Public Meetings, Audience Comments, Teamwork, Safe & Respectful Work Environment

Measurement: Public Meetings Held, Public Meetings Noticed in Accordance with Florida Statutes (Newspaper Publication and Website). Adequate Opportunities for Audience Comments, Staff and Board Members Working Jointly and Respectfully in a Clean, Safe, Meeting Space.

Administrative Goals and Objectives:

☒ Successful ☐ Unsuccessful

Website Maintenance, Adhere to Established Rules of Procedure, Records Retention

Measurement: District Website Quarterly Audits Completed and in Compliance with Florida Statutes, Procurement and Bid Noticing Requirements Met per Adopted Rules of Procedures, Records Retained and Records Request Completed.

Operational Goals and Objectives:

☒ Successful ☐ Unsuccessful

Effective Communication, Maintain/Protect Assets, Reserve Study Review

Measurement: CDD Updates Provided by Multiple Platforms; Amenity and District Websites, Community E-Blast, Meetings, and Mailed Notices. Timely Review of Maintenance Concerns, Proposals and Execution of Agreements to Operate and Maintain Assets, Review of Capital Projects and Budget Priorities at Workshops/Meetings.

Tab 9

Proposal
Proposal #
14519

Bob's Backflow & Plumbing Services
4640 Subchaser Ct., Ste 113
Jacksonville, FL 32244

FL Plumbing License CFC053957
Fire License FPC18-000007

Date
9/16/2026

Phone # (904) 268-8009

Fax # (904) 292-4403

SIGNATURE OF ACCEPTANCE

 	

Description

Qty

Cost

Total

Bob's Backflow & Plumbing Services, Inc. proposes to repair the following backflow due to a failing annual backflow certification test.
4" Watts 957 S#:PI-0124
Labor 2 Men to replace #1 & #2 check rubber, RV rubber kit, clean, flush, test, and certify
Watts 0889372 Check Rubber Parts 2 1/2'-4' for 957/ 957RPDA RC4-RS, RP, (Red Silicone) KIT INCLUDES: Check module O-ring, red silicone disc elastomer and E-clip
Watts 0899236 RK957 RV Kit 2.5-10'
NOTE: During the repair process we may find additional parts are required, which are not included in this proposal. If needed, these parts may be replaced to make this device in compliance with local codes.
Watts 2.5' - 4' 957/957RPDA #1 Check Assembly ($755.74)
Watts 2.5' - 4' 957/957RPDA #2 Check Assembly ($738.31)
Backflow Test: Backflow Test/ Certified and submitted to proper Water Utility Provider
Normal Business Hrs. M-F 8:00am - 4:00 pm. Overtime rates apply to repairs outside these hrs.

4
2

1

1

200.00
104.41

524.22

0.00

800.00
208.82

524.22

0.00

Bob's Backflow & Plumbing Services is not responsible for any work done or materials used by other contractors prior to our arrival onsite. We are not responsible for any damages to buildings or their contents, fixtures, concrete or asphalt, landscaping, wires, piping, unmarked private utilities, etc. that is not directly caused by the work we have completed.

Total	$1,533.04

This proposal may be withdrawn after (30) days if not signed and returned.

All work is to be done during normal business hours unless indicated or additional charges will apply.

P.O. No.

Bill To:

Markland
61 Clarissa Lane
Saint Augustine, FL 32095

Contact Person

Customer Phone

Ship To:

Markland
61 Clarissa Lane
Saint Augustine, FL 32095

Proposal
Proposal #
14170

Bob's Backflow & Plumbing Services
4640 Subchaser Ct., Ste 113
Jacksonville, FL 32244

FL Plumbing License CFC053957
Fire License FPC18-000007

Date
8/26/2026

Phone # (904) 268-8009

Fax # (904) 292-4403

SIGNATURE OF ACCEPTANCE

 	

Description

Qty

Cost

Total

4" Watts 757 Serial# PF3246 - Fire
3/4" Wilkins 975XLD Serial# VBB10265 - Fire Bypass

Labor 3 Men to replace existing device, flush, test, insulate, and certify

5

250.00

1,250.00

4" Watts 757DCDA W/ OS&Y

1

5,125.00

5,125.00

4' Gasket/Flange Kit with Zinc Bolts and Nuts

2

32.00

64.00

Equipment

1

750.00

750.00

Backflow Test: Backflow Test/ Certified and submitted to proper Water Utility Provider

2

45.00

90.00

Note- NFPA 13.8.16.4.1.3 Requires all water-filled fire sprinkler supply lines and feed mains to be insulated when a minimum temperature of 40 degrees cannot be maintained. This is included in our proposal.

0.00

0.00

Insulation: one layer of 3/4' Armaflex pipe and sheet insulation, painted with two coats white Armaflex finish and install aluminum jacket from ground up to 12"-14" where space allows.

1

800.00

800.00

Normal Business Hrs. M-F 8:00am - 4:00 pm. Overtime rates apply to repairs outside these hrs.

Bob's Backflow & Plumbing Services is not responsible for any work done or materials used by other contractors prior to our arrival onsite. We are not responsible for any damages to buildings or their contents, fixtures, concrete or asphalt, landscaping, wires, piping, unmarked private utilities, etc. that is not directly caused by the work we have completed.

Total	$8,079.00

This proposal may be withdrawn after (30) days if not signed and returned.

All work is to be done during normal business hours unless indicated or additional charges will apply.

Please respond via email if you would like for us to complete the service. Thank you!

P.O. No.

Bill To:

Southaven CDD
C/O Rizzetta & Company Inc. 3434 Colwell Ave, Ste 200
Tampa, FL 33614

Contact Person

Customer Phone

Ship To:

Southaven CDD 61 Clarissa Ln
St. Augustine, FL 32095